Schwab US Large-Cap ETF $SCHX Stake Lessened by Fortis Capital Advisors LLC

Fortis Capital Advisors LLC lowered its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 2.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,317,647 shares of the company’s stock after selling 27,656 shares during the quarter. Schwab US Large-Cap ETF comprises 5.8% of Fortis Capital Advisors LLC’s portfolio, making the stock its 3rd largest position. Fortis Capital Advisors LLC owned approximately 0.06% of Schwab US Large-Cap ETF worth $32,203,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of SCHX. Crews Bank & Trust purchased a new stake in Schwab US Large-Cap ETF in the second quarter worth about $26,000. Orion Capital Management LLC purchased a new stake in Schwab US Large-Cap ETF in the first quarter worth about $27,000. S.A. Mason LLC purchased a new stake in Schwab US Large-Cap ETF in the second quarter worth about $29,000. Bridge Generations Wealth Management LLC grew its holdings in Schwab US Large-Cap ETF by 238.7% in the first quarter. Bridge Generations Wealth Management LLC now owns 1,592 shares of the company’s stock worth $35,000 after purchasing an additional 1,122 shares during the period. Finally, MorganRosel Wealth Management LLC purchased a new stake in Schwab US Large-Cap ETF in the first quarter worth about $36,000.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $26.48 on Friday. The stock has a market cap of $61.36 billion, a PE ratio of 25.66 and a beta of 1.01. Schwab US Large-Cap ETF has a fifty-two week low of $19.00 and a fifty-two week high of $26.63. The firm’s 50-day simple moving average is $25.68 and its two-hundred day simple moving average is $23.91.

Schwab US Large-Cap ETF Profile

Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization.